Tax & Wealth Services

Comprehensive Financial Assessment with

Shalini

Gain personalized insights and strategic guidance to optimize your financial health and ensure your business’s long-term success.

Understanding Your Finances: A Holistic Approach

In the world of business, every financial decision has a tax consequence. To help you navigate this complex landscape, I offer a thorough financial assessment with no time limit until we have covered everything. Our goal is to understand who you are as a person and as business owners, so we can provide tailored advice that aligns with your unique needs.

 

What Our Comprehensive Financial Assessment Includes

Cash Flow

Analyze and optimize your cash flow to ensure financial stability.

Investments

Evaluate your investment portfolio for maximum returns.

Insurance

Ensure you have the right insurance coverage.

Business Taxes

Properly manage your corporate taxes.

Personal Taxes

Optimize your personal tax situation.

Debt & Mortgage

Review and advise on debt and mortgage management.

CPA, CFO

My Commitment to You

We dedicate our time to fully understand your financial setup. This allows us to provide comprehensive advice with the full picture in mind. Unlike typical portfolio management services, transferring your portfolio to us is not a requirement. Our primary aim is to understand what you have and how it is set up so we can offer future guidance.

Additional Services We Offer

Portfolio Management

While not mandatory, we offer portfolio management services similar to a bank.

Second Opinion

As part of our due diligence, we provide a second opinion on your portfolio and coverage. What you do with this second opinion is entirely up to you.

Why Choose Shalini?

With Shalini’s expertise, you gain an advisor who is committed to understanding your financial landscape comprehensively. This personalized approach ensures that the advice you receive is not only relevant but also actionable.

"This was my first year filing as a small business owner. Shalini really helped to transform an overwhelming task into a smooth process. I was able to submit with confidence, and I look forward to working with her again. Thanks, Shalini!"

"Shalini is the best in the game. Not only is she knowledgeable, but she also looks out for her clients and provides the best advice. If you’re looking for an accountant, look no further!"

"Its a pleasure working with Shalini and Dharna CPA team. Shalini is very knowledgable, very practical and very helpful !!! This team is skilled and a great support."

Get Started

Empower your business with the financial expertise it deserves.